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MJT & Associates Financial Advisory’s Ventas VTR Stock Holding History

MJT & Associates Financial Advisory’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$5.87K Hold
69
– – ﹤0.01% 256
2026
Q2 		$6.13K Hold
69
– – ﹤0.01% 262
2026
Q1 		$5.64K Buy
+69
New +$5.65K ﹤0.01% 250

Other funds holding VTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

MJT & Associates Financial Advisory's VTR Position: Q3 2026 in Review

MJT & Associates Financial Advisory held its Ventas (VTR) position steady in Q3 2026 at 69 shares worth $5.87K. The position accounts for ﹤0.01% of the portfolio, ranked #256.

MJT & Associates Financial Advisory first reported a position in VTR in Q1 2026 and has held it in 3 quarters since. The position peaked at $6.13K in Q2 2026. 36 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • MJT & Associates Financial Advisory held 69 shares of Ventas worth $5.87K as of Q3 2026.
  • MJT & Associates Financial Advisory left its Ventas share count unchanged in Q3 2026.
  • Ventas made up ﹤0.01% of MJT & Associates Financial Advisory's portfolio in Q3 2026, its #256 holding.
  • MJT & Associates Financial Advisory first reported a position in Ventas in Q1 2026 and has held it in 3 quarters since.
  • MJT & Associates Financial Advisory's Ventas position peaked at $6.13K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on MJT & Associates Financial Advisory's 13F filing for Q3 2026, filed 7 Oct 2026.